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Cascade Financial Strategies

Cascade Financial Strategies, is the only Central Oregon member of the US Forum for Sustainable and Responsible Investment (US SIF). Partners Jack Schniepp CFP®, and Neal Richards provide comprehensive financial planning and investment management along with socially responsible investment options which apply additional criteria to companies and funds evaluating their social, environmental, and humanitarian impact.

Cascade Financial Strategies (CFS) is a Registered Investment Advisor (RIA) and Limited Liability Corporation (LLC) registered with the states of Oregon and California. As financial advisors and partners in CFS, Jack Schniepp and Neal Richards offer fee-only investment management and financial planning. Their advice does not include transaction charges for the purchase of investments. By conducting fee-only rather than transaction-based business, clients can be confident that their best interests are being upheld and shared by CFS. Jack has been advising clients on their financial needs since 2002. Prior to this he spent twelve years as a collegiate baseball coach.

Jack has a Bachelor Degree from Westmont College in Santa Barbara, CA, Masters Degree from East Stroudsburg U. in PA, and is a CERTIFIED FINANCIAL PLANNER (CFP®,) and a Chartered Financial Consultant (ChFC®).

Neal Richards began his practice in 2007 with Northwestern Mutual in Bend, OR. In 2012 he became a Financial Advisor for Wells Fargo Advisors before seeking the flexibility and independence he has now found as part of Cascade Financial Strategies. As an independent, fee-only advisor, Neal now feels that he is able to offer a higher level of service and wider spectrum of investment and financial planning solutions to his clients. Neal was raised in the small town of Lakeview, Oregon. He attended the University of Idaho and in 2006 graduated with degrees in Rangeland Ecology&Management and Ecology Conservation Biology. He also obtained a minor in Political Science.

Socially Responsible Investing (SRI) CFS offers Socially Responsible Portfolios that can match a client’s values with their investments. This includes placing assets with companies and managers that consider the environmental impact, social impact, and corporate governance of the underlying investments. The goal is for a client’s portfolio to be in line with their personal values. Please visit out blog at www.sribend.com to find out more about SRI.

Jack’s introduction to socially responsible investing stemmed from conversations with his children. He is a father of eight and as his children grew they began asking him questions about where some of the products they used as a family came from (chocolate, coffee, etc.). This initiated a journey of exploration as they researched how their household products were produced. As an investment advisor this journey naturally led Jack to consider not only buying products from sustainably produced and socially responsible companies, but to consider focusing on investing in these companies.

Cascade Financial Strategies is the only firm in Central Oregon that is a member of the US/SIF, The Forum for Sustainable and Responsible Investment. Cascade Financial Strategies is an advocate and supporter of many other local and national organizations that promote sustainable and responsible living.

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